Workflow
陶氏(DOW)
icon
搜索文档
Dow(DOW) - 2024 Q1 - Earnings Call Presentation
2024-04-25 21:37
财务数据 - 公司上季度净销售额为108亿美元,同比下降9%,环比增长1%[3] - 公司上季度营业利润为6.74亿美元,同比下降3400万美元,环比增加1.15亿美元[3] - 公司上季度营业利润率为6740万美元,同比增加3800万美元,环比增加1.78亿美元[3] - 包装与特种塑料部门销售额同比下降11%,价格下降8%,销量下降3%[4] - 包装与特种塑料部门营业利润同比下降3700万美元,利润率增加60个基点[4] - 公司第二季度净销售额预计约为110亿美元,营业利润预计为负7000万美元,营业利润率预计为负6500万美元[6] 市场趋势 - 美国化工铁路车平均发货量同比增加4.3%[5] - 中国工业生产同比增长4.5%[5] 未来展望 - 公司定位为全球领先,通过战略优势地位实现增长,预计到本年中将实现每年约20亿美元的EBITDA增长[8] - 公司计划通过商业化300万吨/年的循环和可再生解决方案来减少温室气体排放,实现每年约30亿美元的增长[9] - 公司计划通过高价值增长投资实现每年超过3亿美元的收益,同时保持资本结构的稳健[10] 其他信息 - 公司自由现金流收益率为7.1倍,超过同行业平均水平[7] - 公司将于2024年5月16日举行投资者日活动,分享关于收益增长、战略执行、脱碳路线图和资本分配等方面的信息[11] - 公司在2024年第一季度的合营企业财务结果中,Sadara合资企业的销售量增加,库威特和泰国合资企业受计划性停机影响[14]
Dow's (DOW) Q1 Earnings and Revenues Top on Higher Volumes
Zacks Investment Research· 2024-04-25 21:11
Dow Inc. (DOW) logged profits (on a reported basis) of $516 million or 73 cents per share in first-quarter 2024. This compares to a loss of $93 million or 13 cents per share a year ago.Barring one-time items, adjusted earnings were 56 cents per share for the reported quarter, down from 58 cents a year ago. The figure topped the Zacks Consensus Estimate of 47 cents. Dow recorded net sales of $10,765 million for the quarter, down roughly 9% year over year. It beat the Zacks Consensus Estimate of $10,699.4 mil ...
Dow Inc. (DOW) Surpasses Q1 Earnings and Revenue Estimates
Zacks Investment Research· 2024-04-25 20:11
Dow Inc. (DOW) came out with quarterly earnings of $0.56 per share, beating the Zacks Consensus Estimate of $0.47 per share. This compares to earnings of $0.58 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 19.15%. A quarter ago, it was expected that this materials science would post earnings of $0.40 per share when it actually produced earnings of $0.43, delivering a surprise of 7.50%.Over the last four quarters, the company ...
Dow(DOW) - 2024 Q1 - Quarterly Results
2024-04-25 19:05
Exhibit 99.1 April 25, 2024 Dow reports first quarter 2024 results FINANCIAL HIGHLIGHTS • GAAP earnings per share was $0.73; operating earnings per share (EPS)1 was $0.56, compared to $0.58 in the year- ago period and $0.43 in the prior quarter. Operating EPS excludes significant items in the quarter, including income tax-related items and restructuring and efficiency costs, totaling $0.17 per share. • Net sales were $10.8 billion, down 9% versus the year-ago period. Sales were up 1% sequentially, driven by ...
What's in Store for These 3 Chemical Stocks in Q1 Earnings?
Zacks Investment Research· 2024-04-24 21:11
化工公司业绩 - 化工公司在三月季度受益于多个关键终端市场需求的复苏和去库存活动的减缓[1] - 化工公司在汽车市场的需求有所增加,受益于汽车生产的提升和半导体供应的改善[5] 化工行业前景 - 化工行业属于更广泛的基础材料部门,第一季度的盈利前景看起来平平无奇[2]
Insights Into Dow Inc. (DOW) Q1: Wall Street Projections for Key Metrics
Zacks Investment Research· 2024-04-22 22:22
The upcoming report from Dow Inc. (DOW) is expected to reveal quarterly earnings of $0.47 per share, indicating a decline of 19% compared to the year-ago period. Analysts forecast revenues of $10.7 billion, representing a decrease of 9.7% year over year.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted upward by 2.9% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.Prior to a company's ear ...
Dow (DOW) Warms Up to Q1 Earnings: What's in the Offing?
Zacks Investment Research· 2024-04-22 20:51
Dow公司业绩预测 - Dow公司将于4月25日开盘前公布2024年第一季度业绩[1] - Dow公司在过去四个季度中每次超过Zacks Consensus Estimate,平均超过20.8%[1] - Dow公司在上一个季度实现了7.5%的盈利惊喜[1] - Dow公司预计在第一季度受益于成本和生产力举措[2] - Dow公司的股价较去年上涨了2.3%,而行业下跌了9.5%[2] Dow公司业务展望 - Dow公司预计第一季度受益于成本节约和生产力行动[5] - Dow公司预计第一季度底线将反映出重组计划的成果[6] - Dow公司在第一季度可能面临来自欧洲和亚太地区需求疲软的阻力[6] - 包装和特种塑料部门在欧洲的消费需求疲软可能继续影响销量和销售额[8] - 性能材料和涂料部门预计继续面临价格压力[9] - Dow公司在报告的季度可能面临来自工厂停机成本和停工的阻力[10] Dow公司盈利预期 - Zacks模型并不确定Dow本季度是否会超过盈利预期[11] - Dow的盈利预期为47美分,Earnings ESP为-0.82%[12]
Dow Inc. (DOW) Stock Drops Despite Market Gains: Important Facts to Note
Zacks Investment Research· 2024-04-17 07:20
股价表现 - Dow Inc. (DOW) 最新收盘价为$56.86,较上一交易日下跌0.8%[1] - Dow Inc. (DOW) 过去一个月股价上涨了1.02%,表现优于基础材料行业的0.24%和标普500指数的0.9%的涨幅[2] 财务预测 - Dow Inc. (DOW) 预计在2024年4月25日发布财报,预计每股收益为$0.47,同比下降18.97%,预计营收为$10.7亿,同比下降9.72%[3] - Zacks Consensus Estimates 预计Dow Inc. (DOW) 全年每股收益为$3.12,营收为$446.7亿,同比增长分别为+39.29%和+0.1%[4] 市场评级 - Dow Inc. (DOW) 目前的Zacks Rank为3 (Hold),过去一个月Zacks Consensus EPS预期下降了0.28%[7] - Dow Inc. (DOW) 目前的前瞻市盈率为18.36,高于行业的18.25[8] - Dow Inc. (DOW) 目前的PEG比率为0.79,低于化学 - 多元化行业昨日收盘价的平均PEG比率1.11[9] 行业评级 - 化学 - 多元化行业属于基础材料行业,目前该行业的Zacks Industry Rank为186,位于所有250+个行业的倒数27%[10] - Zacks Industry Rank显示,评级较高的行业表现优于评级较低的行业,比例为2比1[11]
Dow: Where Long-Term And Short-Term Investing Collide
Seeking Alpha· 2024-04-15 23:42
jetcityimageDow Inc. (NYSE:DOW) is not my favorite stock. And that doesn't matter one bit to me. Because I'm not about stock-picking in the traditional sense. I don't fall in love with businesses, because the way modern markets work, with algorithms and index funds dominating the landscape, individual stocks have never been more relegated to "inanimate objects" to use as tools than they are now. In other words, I don't need to fall in love with these stocks and their underlying businesses. I just need t ...
The 4 Dogs of the Dow With the Biggest Dividend Payouts Can Rule
24/7 Wall Street· 2024-04-13 20:33
The 4 Dogs of the Dow With the Biggest Dividend Payouts Can Rule 400tmax / iStock Unreleased via Getty Images The Dogs of the Dow is a well-known strategy first published in 1991 by Michael Higgins. The plan seeks to maximize the yield of investments by buying the ten highest-paying dividend stocks available from the Dow Jones Industrial Average each year. The highest-yielding stocks are also the lowest-priced stocks in the venerable average, as the lower a stock (or bond) goes in price, the higher the at ...